Financial Services Specialist

Financial Services SpecialistThe Financial Services Specialist serves as a primary point of contact for customers regarding billing, accounts receivable, and payment-related inquiries. This role is responsible for resolving financial issues in real time, maintaining accurate account records, supporting cash flow objectives, and ensuring a high level of customer satisfaction. The position partners cross-functionally with Operations, Billing, Credit, AR, and Sales to resolve complex service-related billing matters unique to waste management operations.To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Other minor duties may be assigned.Handle inbound customer calls and emails related to invoice questions, service-related billing discrepancies, past-due balances, payment plans, and payment processing issues.Own customer issues from initial contact through resolution, with authority to resolve issues in real timeClearly explain charges, services, adjustments, and payment options to customersMaintain a strong focus on resolving issues on the first call whenever possibleOversee high-value national, regional, and broker accountsParticipate in customer business reviews to present financial trendsPartner cross-functionally to resolve root cause process or systemic issuesEstablish or recommend best practices or efficient processes as necessaryReview invoices, account statements, service charges, and transaction historyApply payments, credits, write-offs, and adjustments in accordance with company policyEstablish, modify, and monitor payment plans while balancing customer needs and corporate credit policiesPartner with internal teams (Operations, Billing, AR, Credit, and Sales) to resolve complex service- or route-related billing issues common to waste management operationsInvestigate and manage credit card chargebacks and payment disputesCoordinate with payment processors, banks, and internal stakeholders to resolve disputes efficientlyAuthorized to make decisions on and resolve disputes up to a specific thresholdMaintain thorough documentation and supporting evidence for dispute casesAccurately document all customer interactions, actions taken, and resolutions in financial and operational systemsEnsure compliance with internal controls, audit requirements, and regulatory standardsIdentify recurring billing or payment issues and recommend process improvements to leadershipResolve customer / accounts receivable issuesParticipate in customer business reviews to present financial trends.Partner cross-functionally to resolve systemic issuesSuccessfully resolve customer issues during the initial interactionCustomer satisfaction related to billing and payment inquiriesAccuracy and timeliness of account updates and payment applicationReduction in escalations and rework related to billing and AR issuesDuring periods of lower inquiry volume, support core finance operations including accounts receivable follow up, billing review, cash application, collections activities, and payment reconciliation based on business needs and individual experience.Requirements and Qualifications:2+ years of experience in corporate billing, accounts receivable, collections, or finance-related customer supportSolid understanding of billing, AR, and payment processes in a corporate finance environmentExperience handling customer inquiries via phone and email in a professional settingDemonstrated ability to independently resolve customer issues while adhering to policyStrong analytical, problem-solving, and decision-making skillsExcellent verbal and written communication skillsProficiency in Microsoft Office applications and financial/accounting systems.Experience in waste management, utilities, environmental services, or logistics industries preferredExperience handling credit card chargebacks and payment disputes preferredExperience with Tower, billing, or other accounting systems preferredExperience with call handling and payment portals such as Vonage, Avaya, and BillTrust preferredAdditional InformationThis job description is intended to be an accurate representation of the general functions of the job, rather than an exhaustive list of duties, responsibilities, or experience. Other duties may be assigned, requested, or required. Aspects of the job may be altered without notice.Interstate Waste Services provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.Salary Range MinimumUSD $24.00/Hr.Salary Range MaximumUSD $32.00/Hr.